NEW GUIDE: Taxation Guide To Withdrawals & Income Sources [March 2025]

Every withdrawal has a tax consequence. Some push clients into higher brackets, trigger penalties, or increase AGI. Small mistakes can mean big tax bills.

The Taxation Guide To Withdrawals & Income Sources helps you quickly assess tax treatments so you can guide clients toward smarter decisions. 

Inside, you’ll find:

✅ Which withdrawal sources are taxed at federal, state, or 3.8% NIIT rates

✅ Which sources may trigger penalties

✅ Whether certain withdrawals increase AGI – and more!

Download today and confidently navigate tax planning conversations.

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